401(k) · DOL Form 5500 · 2023

Energy Insurance Mutual Limited 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
31
Participants Small participant base
70th
Percentile by assets National rank
$557,825
Avg per participant High balance/head
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Official DOL plan name: Energy Insurance Mutual Limited 401(k) Profit Sharing Plan · Sponsored by Energy Insurance Mutual Limited · Florida · Finance & Insurance

$17M in assets, 31 participants

Energy Insurance Mutual Limited's Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported $17M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,934 in Finance & Insurance (8,869 peers)

Energy Insurance Mutual Limited multi-year trail

Energy Insurance Mutual Limited's plans moved +27.1% in assets from 2022 to 2024; this filing shows Energy Insurance Mutual Limited 401(k) Profit Sharing Plan at $17M / 31 participants.

#4,934
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan's outsized position by total assets

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,292,575 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Insurance Mutual Limited 401(k) Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 980078873 · Energy Insurance Mutual Limited PY 2023 · 401(k)

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan · $17M · 31 · 70th

  • ASSETS $17M
  • ASSETS 31
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Erie Federal Credit Union 401(k) Plan and Trust
  • ASSETS ind #4934

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in the asset neighbourhood

Energy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$17MErie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$17MRoyal United Mortgage LLC 401(k) PlanRoyal United Mortgage LLC 40…$17MBill Brown Ford, Inc. 401 (K) PlanBill Brown Ford, Inc. 401 (K…$17MCrest Automotive Group Employees' Profit Sharing 401(k)Crest Automotive Group Emplo…$17M
End-of-year total assets ($M) among Energy Insurance Mutual Limited 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Energy Insurance Mutual Limited multi-year asset trail

Sponsor-wide plan assets over time

All Energy Insurance Mutual Limited plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.128964339251205% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 31 $17M
2024 1 29 $18M

Energy Insurance Mutual Limited filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN980078873
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Energy Insurance Mutual Limited 401(k) Profit Sharing Plan, Total assets ($B): 0.017292575 · Participants: 31Energy Insurance Mutual Limited 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Energy Insurance Mutual Limited 401(k) Profit Sharing Plan side-by-side with 3 peers →

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Erie Federal Credit Union 401(k) Plan and Trust in PA ($17M); by covered participants it is J.a. Marketing, Inc. 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Energy Insurance Mutual Limited 401(k) Profit Sharing Plan assets move in 2023? ▼
Energy Insurance Mutual Limited 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Energy Insurance Mutual Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Insurance Mutual Limited's sponsor-wide assets grew 27.1%, from $14M to $18M.
Which 401(k) plans are similar in size to Energy Insurance Mutual Limited 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erie Federal Credit Union 401(k) Plan and Trust in PA ($17M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Energy Insurance Mutual Limited 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.a. Marketing, Inc. 401(k) Profit Sharing Plan in OR (31 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980078873.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.